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Because we are independent, we are able to do what many university HR systems can’t – create personalized solutions unique to each individual we meet. Instead of calling, waiting, or having to schedule an appointment months out with someone that works at a call center, we are local, available, and up to date on all of your benefits.
Understanding the distinct hurdles faced by university professionals- whether you are a professor, researcher, or university staff- we are able to go beyond one-size-fits-all solutions. Our custom financial plans meticulously address the unique challenges of each individual we work with. Goals we often help work towards include: transitioning to part time work load, saving money for your kids, or simply knowing if you will be able to retire. Whatever the goal, we are ready to join your financial journey, always taking the necessary steps together.
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.